Headshot photo of Nicole Phillips, Volunteer Financial Mentor @ 3rd Decade

Volunteer Financial Mentor

Nicole Phillips

CFP®
Passionate About...
Budgeting Debt Management Divorce / Separation

Nicole has built her career around the lifelong goal of making a meaningful, measurable impact on the lives of others. As a CERTIFIED FINANCIAL PLANNER® Professional with nearly a decade of experience, she has helped hundreds of clients achieve their financial goals and live more purposeful, empowered financial lives.

Nicole began her career serving Gold Star Families who have lost a loved one in military service, providing compassionate financial guidance during times of profound transition. Growing up near Fort Johnson, Louisiana, she takes great pride in having supported the military community that shaped her early life.

Before joining Mercer Advisors, Nicole held roles at American Tax and Financial Planners, PracticeCFO, and Ellevest. She earned her bachelor’s degree in finance from Louisiana State University and holds the Certified Divorce Financial Analyst® designation. Nicole is especially passionate about helping clients navigate major life transitions, such as divorce, offering clarity and confidence during emotionally and financially complex times.

A Louisiana native and proud LSU Tiger, Nicole embraces her roots through food, culture, and community. She enjoys meeting new people, learning continuously, and traveling. In her free time, you’ll find her reading a novel, cooking for loved ones, or weightlifting at her local gym.

Get to Know Nicole

What is a social cause you feel passionately about, and why is it meaningful to you? As a financial planner, I’m deeply passionate about expanding access to holistic financial planning for traditionally underserved communities. Everyone deserves the tools to build wealth, make informed decisions, and create financial security—regardless of background or income level. Money is more than numbers; it’s about dignity, opportunity, and freedom. I’m committed to breaking down barriers and helping people reclaim their financial power.
What is a quote you like to live by? The most difficult thing is the decision to act, the rest is merely tenacity. - Amelia Earhart
Would you like to share a short quote about the impact you hope to make by volunteering for 3rd Decade? Thoughtful financial planning can easily take a backseat to daily life. - Suze Orman